The Strategy Overview page of your Strategic Plan provides a summary of the overall health of your Strategic Plan. To access the Strategy Overview page, go to your Strategic Plan and select Strategy Overview from the drop-down at the top of the page.
The Strategy Overview page shows the following about the overall health of your Strategic Plan:
- The top bar is a visualization of your red, yellow, and green health status throughout the Strategic Plan.
- The Health Warning box shows how many entities in the Strategic Plan are red (critical). Click the Health Warning box to display a list of the entities that are critical. The metric within this box shows if its increased or decreased in the last 30 days.
- The Past Due box shows how many Tactics/Action Items are past due. Click Past Due to display a list of the Tactics/Action Items that are past due. The metric within this box shows if its increased or decreased in the last 30 days.
- The Top Users box shows who is using the Strategic Plan the most.
- The Progress Note box shows how many Progress Notes have posted within the last 30 days, and whether they have increased or decreased since last week.
- The pie chart provides a visual representation of the overall health of your Strategic Plan. Click on each piece to access a specific entity within your Strategic Plan.